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Drawn by an abiding faith that he could absolutely go where others said he couldn’t, at just 19 years old he had built his own company – California Limousine. By the time he was 25 years old Christensen was a millionaire.
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What are the keys to a successful estate plan? Clearly, it is important to understand your goals, work with trusted advisors and choose appropriate wealth transfer strategies.
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Warren Buffett is the third richest man in the world, a man who built his net worth by having a counter culture attitude toward investing and money.
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One of the most fascinating things about my job as a financial advisor is that I am blessed to be able to learn from the successful people I meet and interview.
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Capitalization-weighted index funds have been the most popular way to participate in the world of investing, thanks to John Bogle, the founder of Vanguard (Mutual Funds).
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Those who are effective investors are opportunists who are successful at locating investments that are doing what’s right, while too many focus on what is going wrong.
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Many high-net-worth households own appreciated assets that comprise a substantial percentage of their wealth.
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What if you could buy an investment that you know with certainty is priced less than its actual asset value?
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